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世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ
リアルタイム開示情報
2026年第3四半期分のポートフォリオ開示は現在受付中で、11月16日に締め切られます。 現時点で、2,475本のファンド(~28%)が保有銘柄を開示しています。 以下のデータは、ファンドが規制当局に開示書類を提出すると同時にリアルタイムで更新されます。
メガAUM
2,000億ドル超
AUMが大きい
100億〜2,000億ドル
中規模AUM
20億ドル~100億ドル
運用資産が少ない
2億5,000万ドル~20億ドル
小規模AUM
2億5,000万ドル未満
10%未満
20%未満
40%未満
60%未満
80%未満
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名前 | AUM |
AUM 増加率 |
AUM 成長率% |
四半期 推定リターン |
3年間の推定リターン | 保有銘柄 | ポートフォリオ回転率 |
平均保有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Brewster Financial Planning
Brooklyn,
New York
| $1.81億 | -$64.4万 | -0.4% | 1.83% | 44.3% | 31 | 3.23% | 2.8 |
|
| 1852 |
1852
Addis & Hill
Wayne,
Pennsylvania
| $1.81億 | $0 | 0% | 0.58% | 65.1% | 29 | 0% | 2.3 |
|
| 1853 |
1853
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $1.81億 | -$688万 | -4% | 1.43% | 42.8% | 79 | 10.13% | 2.2 |
|
| 1854 |
1854
TI-Trust
Quincy,
Illinois
| $1.81億 | -$464万 | -2% | 2.03% | 88.8% | 135 | 2.96% | 4.9 |
|
| 1855 |
1855
Columbia Advisory Partners
Spokane,
Washington
| $1.81億 | -$11.2万 | -0.1% | 1.06% | 69.7% | 121 | 25.62% | 1.8 |
|
| 1856 |
1856
WealthTrust Asset Management
Destin,
Florida
| $1.81億 | -$379万 | -2% | 1.1% | 102% | 121 | 20.66% | 2 |
|
| 1857 |
1857
Canandaigua National Trust of Florida
Canandaigua,
New York
| $1.81億 | – | – | 1.65% | – | 143 | – | 1.2 |
|
| 1858 |
1858
Holcombe Financial
Atlanta,
Georgia
| $1.81億 | +$370万 | +2% | 3.3% | – | 53 | 7.55% | 1.3 |
|
| 1859 |
WFG
1859
Wormser Freres Gestion
Paris,
France
| $1.81億 | +$374万 | +2% | 6.05% | 67.4% | 74 | 14.86% | 1.4 |
|
| 1860 |
1860
Innovative Wealth Building
California,
Maryland
| $1.81億 | +$856万 | +5% | 1.06% | – | 92 | 15.22% | 1.1 |
|
| 1861 |
1861
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $1.81億 | -$84.8万 | -0.5% | 3.02% | 59.7% | 79 | 8.86% | 2.8 |
|
| 1862 |
1862
Nolet Wealth Management
Fort Worth,
Texas
| $1.81億 | -$53.7万 | -0.3% | 2.22% | – | 121 | 15.7% | 0.6 |
|
| 1863 |
CIG
1863
Cascade Investment Group
Colorado Springs,
Colorado
| $1.81億 | +$221万 | +1% | 1.83% | 93.2% | 169 | 13.02% | 2.4 |
|
| 1864 |
1864
Sunrise Financial Services
Burien,
Washington
| $1.8億 | +$1212万 | +7% | 1% | – | 601 | 23.63% | 0.7 |
|
| 1865 |
1865
Shotwell Rutter Baer
Lansing,
Michigan
| $1.8億 | -$222万 | -1% | 1.7% | 45.5% | 39 | 2.56% | 2.3 |
|
| 1866 |
1866
Accredited Investor Services
St. Cloud,
Minnesota
| $1.79億 | +$243万 | +1% | 0.03% | – | 88 | 12.5% | 1.3 |
|
| 1867 |
1867
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $1.79億 | +$3070万 | +21% | 9.17% | 167% | 25 | 68% | 1.1 |
|
| 1868 |
1868
Thryve Wealth Management
Irving,
Texas
| $1.79億 | +$29.4万 | +0.2% | 0.82% | – | 41 | 9.76% | 0.6 |
|
| 1869 |
RFMS
1869
RWQ Financial Management Services
Naples,
Florida
| $1.79億 | -$2817万 | -14% | 3.38% | 446% | 28 | 25% | 1.8 |
|
| 1870 |
1870
Byrne Asset Management
Kingston,
New Jersey
| $1.79億 | -$593万 | -3% | 1.34% | 126% | 672 | 19.64% | 1.8 |
|
| 1871 |
1871
Fort Henry Capital
Wheeling,
West Virginia
| $1.79億 | -$255万 | -1% | 2.28% | 39.3% | 18 | 5.56% | 4.4 |
|
| 1872 |
1872
SummerHaven Investment Management
Stamford,
Connecticut
| $1.79億 | -$772万 | -4% | 4.81% | 150% | 323 | 78.33% | 0.7 |
|
| 1873 |
1873
Capstone Capital
Henderson,
Nevada
| $1.79億 | +$363万 | +2% | 0.32% | 62.8% | 27 | 11.11% | 2 |
|
| 1874 |
1874
Refined Wealth Management
Salt Lake City,
Utah
| $1.79億 | +$1290万 | +8% | 6.91% | 99.4% | 50 | 6% | 2.6 |
|
| 1875 |
1875
Cox Capital Management
Andover,
Massachusetts
| $1.79億 | -$114万 | -0.6% | 2.04% | 106% | 84 | 15.48% | 3.2 |
|